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HR
Client Relations
QC
Salesforce
Sales
100
Number of choices of medical plans offered.
What is 3.
100
When Sales are in a hurry to get a new order placed for a new client they should: a. Send the CRM an email with some info b. Fill out New Client Form c. Call Mary on the phone and have her call the client d. Send the order to the order department
What is B?
100
True or False - the review team solely rely on the V3 system’s automated score for each comp to determine whether the comp is valid/reasonable during the review process.
What is False? In addition to the score, the reviewer considers additional characteristics identified in photos and report content such as view, location, design, and condition to determine overall similarity.
100
Activity history is entered under.
What is the contact?
100
I, R, and C
What are Impressions, Reaches and Conversations?
200
Number of dental plans offered.
What is 2?
200
On the New Client Form, should there be any Yes or No Boxes that are not checked?
What is no?
200
Of the three, the property identifier that is most reliable and useful for researching purposes: property address, owner’s name, or APN?
What is APN? The other two can be changed/inaccurate.
200
Entered under the account.
What is an Opportunity?
200
3.25 weeks per year
What is 30 minutes per work day?
300
VSP
What is the eye care program offered?
300
Whose responsibility is it to make sure Client Relations has the correct pricing information?
What is the National Sales Executive?
300
Yes or no, the QC comment is provided on every report and the purpose it serves.
What is yes it is required on every PPI and BPO report and it is the reviewer’s opportunity to reconcile variances and provide final concluding remarks supporting the report content and conclusion?
300
Should have one scheduled for every client/prospect who we plan to speak with at some point in the future.
What is a Task?
300
250
What is the number of extra calls you can make a year by making 1 extra call at the end of the day?
400
2 steps in the process to take PTO days
1. Request time off through internal SharePoint system. 2. Add it to your Outlook calendar.
400
Whose responsibility is it to review accuracy on client billings for at least the first 2-3 billing cycles?
What is the National Sales Executive?
400
Name at least 4 of the factors that go into the automated comp scoring within the BPO.
What is the Proximity, GLA, Year Built, Room count, Bed/Bath count, Date of Sale?
400
Process to send a lead to the Inside Account Executive.
What is assign a Task with date to call and any notes that would be beneficial?
400
If you believe in yourself and have dedication and pride - and never quit - you'll be a winner. The price of victory is high but so are the rewards.
What is quote by Vince Lombardi?
500
50%, 75%, 100%
What are the amounts of company contribution to employee’s health insurance premiums.50% during your first five years with the company, after five through ten company pays 75% after ten company pays 100% of the Employee only of the Health insurance Premium?
500
Documents required to be submitted to get a new client set up in the system.
What are the New Client Set-Up Form, NDA, MSA, SOW and if pricing is reduced, a Deal Budget approved by Chris.
500
First step in adding a new account or contact.
What is search to see if they are already in the system?
500
30/10/3/3
What is the number of impressions per day, reaches per day, conversations per day and meetings per week each sales person should have?